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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,257 | $160,059-25.5% | $140,019-14.8% | $135,379-11.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 3.88% | 911.44%-907.6pp | 651.15%-647.3pp | 519.79%-515.9pp |
| Employer contribution / active EE | $5,849 | $6,420-8.9% | $5,605+4.4% | $4,779+22.4% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,476 | $13,328-81.4% | $10,705-76.9% | $10,828-77.1% |